Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Owen Folsom
Associate Financial Advisor
Our team works with you to create a comprehensive financial plan to help you build wealth in a tax-efficient manner. Our clients recognize and appreciate our expertise in investment strategies, insurance planning, and income distribution, as well as estate planning. If you like to work hard, play hard, and live your best life, you might be a good client for our firm.
Victoria Cruz
Marketing Coordinator
Inna Frisman
Financial Planning Specialist
Samantha Frisman
Financial Planning Assistant